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李录和Greenwald 教授炉边谈话看了两遍，李录的观点仍然值得咀嚼，教授的某些问题和观点我仍然有些困惑，还是维持自己的观点：是一个好教授，不是一个好投资者，希望教授投李录的钱不要取出来自己瞎操作。。
引用：
2023-11-24 17:29
“Before I got really exposed to value investing through Buffett's lecture at Professor Bruce Greenwald's class, I think my whole approach to life was pretty much a set along similar lines, and so there's not much of a jump for me.”
“He was more of a role mo...